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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1032 | 1063 | 1280 | 1342 | 1821 | 2568 |
Fund Return | 3.24% | 6.25% | 27.99% | 10.31% | 12.73% | 9.89% |
Place in category | 623 | 547 | 186 | 785 | 862 | 835 |
% in Category | 44 | 39 | 13 | 61 | 73 | 93 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 16.47B | 3.65 | 14.17 | 14.55 | ||
Invesco Equity and Income A | 10.56B | 3.93 | 5.91 | 7.83 | ||
Invesco Comstock A | 7.08B | 5.60 | 10.62 | 10.62 | ||
Invesco SmallCapValue Y | 4.14B | 4.33 | 19.01 | 13.16 | ||
Invesco Diversified Dividend A | 4.03B | 4.93 | 7.96 | 8.39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.04B | 3.10 | 11.27 | - | ||
Fidelity 500 Index Institutional Pr | 638.76B | 2.78 | 11.89 | 13.75 | ||
Vanguard 500 Index Admiral | 577.81B | 2.78 | 11.86 | 13.72 | ||
Vanguard Total Stock Market Admiral | 417.64B | 3.09 | 11.24 | 13.15 | ||
Vanguard 500 Index Institutional Se | 208.11B | 2.78 | 11.89 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.19 | 408.43 | -0.51% | |
NVIDIA | US67066G1040 | 6.99 | 138.85 | +2.63% | |
Apple | US0378331005 | 6.32 | 244.60 | +1.27% | |
Amazon.com | US0231351067 | 4.84 | 228.68 | -0.73% | |
Meta Platforms | US30303M1027 | 3.39 | 736.67 | +1.11% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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